Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Future Can Be Female: Starting the Finance CEO Pipeline Earlier
By Jane CartenTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.
March 05, 2021
How Can Advisors Empower Female Clients?Female advisors discussed how to help women overcome the wealth gap and the confidence gap.
March 04, 2021
Prudential PLC Plans to Part With Jackson by June 30Laura Prieskorn, Jackson's new CEO, says the firm is preparing to roll out a registered index-linked annuity.
March 04, 2021
3 Moves That Can Trip Up Even the Best LeadersKeep in mind that decisions can be undone, and waiting for the perfect choice means you delay taking action.
March 03, 2021
Former Morgan Stanley, Schwab Exec Named First VP of New York FedNaureen Hassan recently served as chief digital officer for Morgan Stanley Wealth Management; earlier she held executive roles at Charles Schwab in Advisor Services and Investor Services.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
February 26, 2021
TIAA Names Next CEOThasunda Brown Duckett will lead a company that has paid out more than $500 billion in retirement income and other benefits.
February 25, 2021
5 Questions Top-Performing Advisors AskAfter 20 years of working with advisors, I've learned how the best advisors guide their businesses. Here are some of their secrets.